4. Associate Financial Advisor

Do you have a passion for financial planning, investment management and helping clients meet their financial goals? Do you have the drive, work ethic, personality and integrity to get there? Are you the best? Then we have the position for you.

Hamilton Capital Management is one of the nation’s largest independent, fee-only, registered investment advisory firms. We are seeking exceptional, client-oriented professionals for this key developmental position responsible for working with the financial advisory team to develop strategies to help our clients achieve their financial goals.Primary Position Responsibilities

Provide support to a Financial Advisor within an Advisory Team

Develop and utilize financial planning skills and expertise

Identify important client issues and assist with resolution

Document client activities

Work with firm’s Wealth Management System

Learn and embrace firm’s investment approach and philosophy

Develop business development skills

If not already licensed and/or certified, must obtain Series 65 within 6 months and the Certified Financial Planner (CFP) certification within 24 – 30 months

Position Requirements

Direct experience working in financial services is preferred, with a minimum of experience in a professional business or customer service environment required

Bachelor’s degree is required, with an emphasis in financial planning or business preferred

Series 65 and/or CFP preferred

Ability to develop strong client relationships

Ability to multi-task in a fast-paced environment

Learns quickly and enjoys collaborating with others to meet challenges

Hamilton Capital Management, Inc. (“HCM”) is an Equal Employment Opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, amnesty or status as a covered veteran, or any other legally protected status in accordance with applicable federal, state and local laws. We do not provide sponsorship.